Financial Advisory Partners’s Lockheed Martin LMT Stock Holding History

Financial Advisory Partners’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.6M	Sell	7,075 -32	-0.5%	-$17.3K	0.94%	35
2026 Q1	$4.3M	Sell	7,107 -89	-1%	-$54.8K	1.21%	29
2025 Q4	$3.48M	Sell	7,196 -50	-0.7%	-$23.9K	0.98%	37
2025 Q3	$3.62M	Sell	7,246 -11	-0.2%	-$4.99K	1.06%	37
2025 Q2	$3.36M	Sell	7,257 -131	-2%	-$61.3K	1.06%	36
2025 Q1	$3.3M	Buy	7,388 +387	+6%	+$178K	1.1%	36
2024 Q4	$3.4M	Sell	7,001 -22	-0.3%	-$12K	1.13%	35
2024 Q3	$4.11M	Sell	7,023 -148	-2%	-$79.5K	1.36%	23
2024 Q2	$3.35M	Sell	7,171 -180	-2%	-$83.2K	1.25%	35
2024 Q1	$3.34M	Sell	7,351 -1,119	-13%	-$490K	1.29%	36
2023 Q4	$3.84M	Sell	8,470 -29	-0.3%	-$12.8K	1.4%	34
2023 Q3	$3.48M	Sell	8,499 -29	-0.3%	-$12.9K	1.4%	35
2023 Q2	$3.93M	Buy	8,528 +60	+0.7%	+$27.9K	1.51%	31
2023 Q1	$4M	Sell	8,468 -79	-0.9%	-$37K	1.58%	21
2022 Q4	$4.16M	Sell	8,547 -587	-6%	-$273K	1.71%	12
2022 Q3	$3.53M	Buy	9,134 +29	+0.3%	+$12.1K	1.54%	26
2022 Q2	$3.91M	Sell	9,105 -91	-1%	-$40K	1.62%	22
2022 Q1	$4.06M	Buy	9,196 +122	+1%	+$49.5K	1.5%	24
2021 Q4	$3.22M	Buy	+9,074	New	+$3.14M	1.18%	44

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Financial Advisory Partners's LMT Position: Q2 2026 in Review

Financial Advisory Partners reduced its Lockheed Martin (LMT) stake by 0.45% in Q2 2026, selling an estimated $17.3K and leaving 7,075 shares worth $3.6M. The position accounts for 0.94% of the portfolio, ranked #35.

Financial Advisory Partners first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.3M in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Financial Advisory Partners held 7,075 shares of Lockheed Martin worth $3.6M as of Q2 2026.
Financial Advisory Partners sold 32 Lockheed Martin shares in Q2 2026, an estimated $17.3K.
Lockheed Martin made up 0.94% of Financial Advisory Partners's portfolio in Q2 2026, its #35 holding.
Financial Advisory Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's Lockheed Martin position peaked at $4.3M in Q1 2026.
2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.